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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 82.73 | 82.73 | 0.00 |
Bonds | 8.84 | 12.50 | 3.66 |
Other | 17.57 | 17.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.71 | 13.84 |
Price to Book | 1.42 | 1.76 |
Price to Sales | 0.98 | 1.30 |
Price to Cash Flow | 7.21 | 8.05 |
Dividend Yield | 3.21 | 3.17 |
5 Years Earnings Growth | 11.06 | 9.88 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.34 | 18.27 |
Industrials | 17.31 | 16.21 |
Technology | 16.72 | 12.97 |
Consumer Cyclical | 14.78 | 10.83 |
Healthcare | 11.25 | 11.15 |
Consumer Defensive | 6.07 | 9.40 |
Basic Materials | 5.43 | 7.05 |
Energy | 3.21 | 5.20 |
Real Estate | 2.40 | 2.25 |
Utilities | 2.27 | 2.86 |
Communication Services | 2.23 | 5.32 |
Number of long holdings: 1,197
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_MSCI EAFE NET TOTAL RETURN USD INDEX | - | 12.66 | - | - | |
GS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX | - | 4.78 | - | - | |
Voya VACS Series SC | - | 2.86 | - | - | |
Novo Nordisk B | DK0062498333 | 2.12 | 939.1 | +1.74% | |
Canadian Pacific Kansas City | CA13646K1084 | 1.25 | 80.29 | -1.13% | |
Ferrari NV | NL0011585146 | 1.20 | 415.43 | -0.70% | |
MercadoLibre | US58733R1023 | 1.12 | 1,736.78 | -1.99% | |
Atlassian Corp Plc | US0494681010 | 1.08 | 174.80 | -1.83% | |
BAE Systems | GB0002634946 | 0.99 | 1,397.00 | +1.71% | |
UBS Group | CH0244767585 | 0.99 | 27.88 | +0.98% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 487.35M | 2.33 | 0.86 | 5.20 | ||
Wilshire 5000 Index Invmt | 207.98M | 6.35 | 9.65 | 11.52 | ||
Wilshire Large Company Growth Instl | 180.31M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 167.22M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 53.75M | 6.42 | 9.89 | 11.81 |
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